DFX Intelligence
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Team lift-out
2 advisors left S•••• M•••• • C•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Charles Stathis | Overland Park, Ks | Sep 13, 2018 | Aug 15, 2018 |
| Matthew Douglas Priest | Overland Park, Ks | Sep 13, 2018 | Aug 15, 2018 |
The rule
- Registrations ended
- Sep 13, 2018
- Registered next
- Aug 15, 2018
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 7.7%
- Succession by the destination
- none on the tape